Episode 86
Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.
September 23, 202447m 8s
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Show Notes
In this episode, Ben Bajarin and Jay Goldberg discuss the current state of Intel, focusing on its challenges, board dynamics, and the implications of activist investors. They delve into Intel's foundry strategy, customer relationships, and the significance of the 18A technology. The conversation also touches on Qualcomm's interest in Intel and explores hypothetical merger scenarios, concluding with insights on the future of CPUs in an AI-driven market.
Topics
semiconductorstechnologyinnovationstartupsinvestingventure capital